Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
The US Economy Is Still Resilient
01:43 • 2min
The Consumer's Resilience in the Second Quarter
03:30 • 2min
The Fed's Fed Funds Rate
05:09 • 1min
The Fed Needs to Rake Rates to Tame Inflation
06:28 • 3min
The New Zuckerberg Effect: A Systemic Silicon Valley Shift
08:59 • 2min
The Rise and Fall of Meta and Alphabet
10:41 • 2min
TikTok and Reels: A Masted Story
12:52 • 2min
Morgan Stanley Investment Management, Portfolio Manager
14:59 • 2min
The Markets Are Never Clear, but It's All Tough
16:46 • 2min
The C-Word Crisis in the Stock Market
18:45 • 2min
The Crisis and the Market's Expectations
21:08 • 3min
The Democrats in the White House: A Conversation
24:17 • 3min
The Politics of the Nation
27:02 • 2min
The Silence of First Republic's Management Team
29:15 • 2min
The Challenge for the U.S. Banks
30:50 • 2min
The Risk of the Fed Losing Access to Funding Vehicles
33:03 • 1min
How to Beat Distractions and Make Real Breakthroughs With Remarkable
34:33 • 2min